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BVALX vs VMVIX
BVALX vs VMVIX Comparison
Open Charts BVALX vs VMVIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.64
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets1.65B
Vanguard Mid-Cap Value Index Investor
Price$65.16
Change+$0.31 (+0.48%)
VolumeN/A
Net Assets30.57B
BVALX vs VMVIX Comparison Chart in %
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BVALX vs. VMVIX commentary
Jul 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BVALX is a Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. BVALX (1.65B). VMVIX pays higher dividends than BVALX: VMVIX (2.14) vs BVALX (1.40). BVALX was incepted earlier than VMVIX: BVALX (7 years) vs VMVIX (19 years). BVALX (0.55) is less costly to investors than VMVIX (0.19). BVALX is a more actively managed with annual turnover of: 24.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than BVALX: VMVIX (3000) vs BVALX (1000000). VMVIX annual gain was more profitable for investors over the last year : 4.51 vs. BVALX (-7.44). VMVIX return over 5 years is better than : 66.84 vs. BVALX (44.05).
| BVALX | VMVIX | BVALX / VMVIX | |
| Total Expense Ratio | 0.55 | 0.19 | 289% |
| Annual Report Gross Expense Ratio | 0.55 | 0.19 | 289% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | -0.068 | 1.893 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 30.6B | 5% |
| Annual Yield % from dividends | 1.40 | 2.14 | 66% |
| Returns for 1 year | -7.44 | 4.51 | -165% |
| Returns for 3 years | 24.27 | 26.98 | 90% |
| Returns for 5 years | 44.05 | 66.84 | 66% |
| Returns for 10 years | N/A | 84.01 | - |
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